Growth Expert | Business Excellence | People Transformation
Mike Coady was appointed Chief Executive Officer of swissglobal in 2018, a position to which he brings a strong financial background and experience across a variety of roles. Mike is a skilled business strategy and growth leader, coach and motivator. He is a people’s person known for his ability to inspire teams towards excellence. He mentors his people and departments to transform their passion into outstanding results and long-lasting relationships with their clients.

Chartered Financial Planner status awarded to deVere United Kingdom

Mike CoadyIndustry News Chartered Financial Planner status awarded to deVere United Kingdom

Chartered Financial Planner status awarded to deVere United Kingdom

deVere United Kingdom has recently been awarded the prestigious Chartered Financial Planners status by the Chartered Insurance Institute (CII).

We are delighted to receive this award, which is the gold standard for UK-based financial planning organisations.  It endorses the fact we have fulfilled rigorous qualification criteria by maintaining highly-qualified staff who subscribe to the CII’s stringent membership conditions.

The Chartered Financial Planners status also highlights our commitment to continuing professional development and an industry standard Code of Ethics.  

With deVere United Kingdom now a Chartered financial advisory organisation, it proves our clients are working with proven professionals.  The CII is empowered by the Privy Council to award Chartered status, as such, it is only made in specific cases.

Indeed, with over 100,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector, and a Chartered title remains the benchmark of professional excellence and integrity.  This is why only the country’s premier financial planning organisations can qualify for the status.

At deVere United Kingdom, we always aspire to providing our clients with the best possible standard of care and advice.

Furthermore, following this recognition, we will strive to increase our efforts to continually enhance our standards and technical expertise, as we work towards becoming one of the top independent financial advisory organisations in the United Kingdom.


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